Plan Snapshot
- Plan Sponsor: Credit Union Loan Source, LLC
- Sponsor EIN: 800117641
- Sponsor Address: 3820 MANSELL ROAD, SUITE 140, ALPHARETTA, GA, 30022
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $12.1M | $895,103 | $685,323 |
| 2023 | 128 | $10.2M | $962,799 | $638,970 |
| 2022 | 141 | $7.3M | $767,156 | $527,529 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,743 | $2,868 | — | — | — |
| 2023 | $4,868 | $3,562 | — | — | — |
| 2022 | $4,650 | $3,404 | — | — | — |